Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,509 | $175,231+17.8% | $149,696+38.0% | $139,466+48.1% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 16.18% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $7,715 | $5,478+40.8% | $4,821+60.0% | $4,754+62.3% |
| Participant deferral / active EE | $10,741 | $6,521+64.7% | $5,682+89.0% | $6,712+60.0% |
| Admin fee / account holder | $14,781 | $16,155-8.5% | $13,212+11.9% | $11,409+29.6% |